Investment of NSE

You named Kenya Airways, KenGen, KCB. If one is really a speculator who pretends to be an investor, then you will get burned if you do not know what you are doing! these companies are still making profits and paying dividends and are priced at multiples of their IPO prices. Did it occur to you that the violence that you and your counterparts carried out with glee had a role to play in reducing the number of passengers flying on KQ and in seriously damaging and denting investor confidence? That KQ also has to contend with growing competition from other airlines? As a so called investor did it occur to you that the price barrel of oil has suddenly jumped up to over $100? And how can one forget that its a buyers market at the moment for prudent investors who pick up the shares hurriedly dumped – leading to the low prices – by investors gearing up for the Safaricom IPO?

IPO Prices:
KQ – 11.00
Kengen – 11.90

prices as of March 20 2008

KQ – 51.50 – 400%+
Kengen – 23.75 – 200% +
KCB – 26.25

if anyone has invested in kcb and has statistics for KCB’s initial floatation, rights issue and splits, do post them, it is important that any claims that could deceive investors be debunked or validated.

with such gains, constant dividends and principles of long term rather than short term investing, real investors are not complaining but are quietly picking up shares inexperienced investors dump under claims of conspiracy theories such as those you put forth. these same inexperienced investors conveniently forget that the turmoil the country experienced as a result of violence carried out by dangerous persons who deserve to be behind bars, had a great part to do with damaging investor confidence and thus affecting the NSE.

Stop living in the past of ethnic hatred, your otherwise logical comments are constantly tainted with your ethnic hate agenda which makes it clear that you make statements supposedly for the “public good” and use that camouflage your real agenda which is to cloak within those statements your campaign of ethnic hatred against certain communities. you are indeed free to start your own company and dish out free shares to the public, many of the ceo’s running the listed companies have the right credentials to lead those companies. if you do not have similar or better qualifications, it is time you faced reality and realised that you will never be qualified for the jobs you mistakenly believe should be given to you on a silver platter. The world over there are companies which do not pay out dividends even when they have made a profit. If a company is targeting aggressive growth and is prepared to outdo its competitors it has to focus resources on growing, this is what long term investing is about, if in doubt, look anywhere in the world or ask Warren Buffet if he got to be the world’s richest man through speculative day trading or whether he made it by investing in undervalued or

underperforming companies with long term strategies.

Since you are so keen to reform the NSE, why don’t you apply for this job: http://www.cma.or.ke/docs/cma_vacancy.pdf do note however that promoting ethnic hatred and engaging in hate speech does not qualify as “cross-cultural skills” for purposes of the job.

william

—– Original Message —-

Sent: Thursday, 20 March, 2008 8:43:40 AM
Subject: [KOL] Re: INVESTMENT OF NSE

Do not be excited by the share offers from Safaricom, or any other blue chip outfit. If you are a busy man, and you have more than enough to share, I bet you better find somewhere else to invest that money.

Time has come when we must give that professional cartel that is the Nairobi Stock Exchange some wide berth. In all shares that have been floated at the NSE, the ordinary share holders normally loose out. It is only that small clique that benefit from insider trading that benefits, from your savings.

They manipulate trade in the first week the shares are listed, make money, and leave you hanging and dry. Thereafter, the shares tend to fall. We can look at several blue chip companies that had great promise when they were listed for public buying.

Take the cases of Kenya Airways, KenGen, Kenya Commercial Bank, and others, trade in their shares were so hyped in the first week of trade. Then, the fall.

What happened with KQ or KenGen, or still with KCB, that made their sahres drop at the NSE? Did they stop performing and returning impressive results at the end of their financial years? No. They still make Billions in profit, yet, trade in their shares are at the lowest.

It means, your money has gone down the drain, technically. The company you have invested in is making profits, yet, when you want to offload your shares, you make a loss. You are saddled with this for as long as the cartel will have made enough, then they can decide on how to slightly increase or hype trade in that particular share.

In the last year, Stock Brokers that appeared strong went down in circumstances that defy any logic. Francis Thuo Brokerage and Nyagah something have gone down, and of immediate concern to me, why did Jimnah Mbaru sanction further investment in the form of a rescue package of Kshs 100m for Nyagah Stock Brokers when they knew that Nyagah could not meet her obligations to the share holders?

Was that in order, and to whose benefit was it intended? The Stock Broker, or the investor?

The NSE suffers from the presence of the same team players ever since. It has only been Jimnah Mbaru as the chairman. As much as he has done a good job in championing the NSE even in Uganda and Tanzania, a time comes when you must leave when the going is still fresh.

NSE does not have any fresh thinking that would inspire confidence in any investor. I was amused last year when Jimnah Mbaru, at the height of legal tussles between ODM and Government over the share listing of the same Safaricom, said that the government needed to offload shares in Safaricom because the government wanted money to build roads.

Honestly, was that Mbaru’s job?

Again, when a senior minister comes out to tell us that NSE is not a fish market, as a fish monger, can I not invest the proceeds of my fishing business into NSE? Such talk makes the common man look at issues with keen interest. I then ask, is NSE that special that ordinary mortal is kept at bay?

Time has come when we must look at the returns on our investments with the listed companies at NSE. When banks make profit in the tune of 5,6,7 Billion, how much do they give us back on our investment? In most cases, you look at an assembly of shareholders called for an Annual General Meeting, and you shudder with rage.

You will get some old man in shabby clothes, with his face showing all the pain he went through to raise his investment. In most cases, he will have his small bag containing his small overnight needs. Then you will see the well fed company executive, he will arrive is a SUV, with all the trappings of wealth..

He will in most cases read out how the year was difficult, however, they managed to make 5B, and due to this or that, shareholders will go home with nothing because the year was bad, and this and that must be fixed. He will then promise the shareholders some dividend next year.

When next year comes, it is the same story. But in the mean time, the investor is fed on some soda and mandazi, enough solace that I am an investor in a big company.

But when dividends come, it is so small that you rue the day you decided to invest at the NSE. In the mean time, the NSE mandarins, and the company captains laugh all then way to the bank, at your expense.

For Kenyans to gain confidence with the NSE, there must be a complete overhaul of that institution. All those people who have made the NSE the disgrace that it is must leave the scene.

But it is your money, you can through it away if you so wish.

Odhiambo T Oketch
Komarock Nairobi

______________________________________________________________________________

Dave wrote:

Guys,

Let us have a slice of Safaricom!!!

For those in the diaspora, kindly visit www.kenyaipos. coke for online applications.

I also attach herewith the a list of the members of the NSE.

Sincere regards.

Received via Kenya Online. Unedited by Jaluo Press.

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